Client

A specialty food manufacturer needed a more streamlined way to generate quotes and estimate production costs for custom product requests. As more clients requested custom products, including private label and co-packing arrangements, the team relied on accurate pricing to stay competitive. Their existing process centered around a complex spreadsheet with formulas and manual entry, which made it challenging to keep quotes consistent and efficient. Building each quote often required pulling data from multiple sources such as spreadsheets, emails, and internal systems, adding unnecessary friction to the workflow.

ERP Limitations

Although the company used an ERP system to manage inventory and customer records, it lacked a dedicated quoting or estimation module. Off-the-shelf CPQ (Configure, Price, Quote) solutions were either too bulky or cost-prohibitive. The company needed something tailored, lightweight, and seamlessly integrated with their existing data.

Our Solution

SOS Consulting Services developed a custom desktop application built on top of the client’s existing ERP infrastructure. This tool gives users the ability to create, revise, and manage quotes in one centralized interface.

Key features of the solution include:

  • Live integration with ERP customer and item records
  • Custom quote generation with auto-assigned quote numbers
  • Configurable inputs for packaging specs, palletization, freight, and brokerage
  • Automated calculations for:
    • Cost per unit, pound, and case
    • Labor hours and labor cost per case
    • Freight, brokerage, and final selling price with markup
  • A grid-style interface for managing bill-of-materials inputs and labor components
  • Save-and-reuse templates for faster turnaround on repeat requests

The system also enables version control, allowing teams to duplicate, revise, and archive quotes with full traceability.

The Impact

The custom quoting tool has become a vital part of the company’s sales and operations workflow. It replaced a cumbersome, error-prone process with a centralized, consistent, and fast quoting system, all without the need for a third-party CPQ platform.

As a result, the company has:

  • Increased quoting speed and accuracy
  • Reduced pricing discrepancies across teams
  • Improved collaboration between sales and production
  • Enhanced its ability to win custom business with competitive, data-backed pricing

This project is a prime example of how SOS Consulting leverages ERP data to create practical, high-impact tools that drive operational efficiency, without overengineering the solution.

Tagged: spotlight
SOS
mattevko
Consultant · SOS Consulting Services
The SOS team brings decades of ERP implementation experience across Acumatica, Sage Intacct, Sage 300, and Sage HRMS.
No-Cost · 60 Minutes · Senior Partner-Led
Does this sound familiar
in your business right now?
If anything in this article resonates — whether it's cost visibility gaps, a stalled implementation, or reporting that always feels a step behind — a No-Cost Technology Assessment gives you an honest diagnosis. Not a sales call. A real look at what's happening and what it would take to fix it.
Book a Free Assessment → 📞 +1 (844) 244-8869
Every assessment is run by a senior partner — not a salesperson. No preparation needed on your end.